Administrative Assistant

Company Description

Professional Wealth Advisors, LLC is a client-focused wealth management firm located in the Downers Grove, IL and surrounding area, Milwaukee, WI, and Paducah, KY. We provide goals-based guidance in areas including Retirement Planning, Income Planning, Investments, Risk Management, Estate Planning, and more. Our firm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, and a member of FINRA/SIPC. We are committed to helping our clients achieve their financial goals and provide personalized solutions for their wealth management needs.

Role Description

This is a full-time, on-site role for an Administrative Assistant at the Milwaukee, WI office. This role is crucial for the smooth functioning of our office. With overall responsibility for day-to-day operations, the Administrative Assistant must be able to work effectively with other staff members, clients, and Wealth Advisors.

Responsibilities

Administrative Support

• Welcome clients at front desk. Assess needs, guide expectations and offer refreshments. 
• Screen and direct phone calls.
• Schedule client meetings for Wealth Advisor team.
• Calendar management.
• Draft emails, client letters, and other communications.
• Prepare reports as needed.
• Handle mail and file documents.

Client Service

• Communicate with clients in person, in writing, and over the telephone.
• Follow up with clients as needed to make sure all paperwork is processed.
• Prepare Wealth Advisor team for review meetings.
• Complete post-meeting follow up tasks.
• Assist with daily client service needs such as new account openings, account transfers, contributions and distributions, and address updates.
• Assist with tracking of annual client reviews, RMD reporting, and marketing initiatives.
• Maintain and organize CRM data.
• Implement and follow current processes.
• Maintain Client Service Model objectives.
• Other duties as assigned.

Qualifications

• Prior experience in Financial Services is preferred.
• A genuine interest in serving and caring for other people.
• Self-Directed and resourceful.
• Professional demeanor and phone etiquette.
• Strong organizational and multitasking abilities.
• Excellent attention to detail and time management skills.
• Required Software: Proficiency in Microsoft Office suite.
• Preferred Software Knowledge: Wealthbox (CRM), eMoney
• FINRA registration preferred but not required.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Vision insurance
• Dental insurance
• Life insurance
• Flexible spending account
• Paid time off
• Referral program
• Professional development assistance

Education:

• Bachelor's Degree (Required)

Experience:

• Financial services: 1 year (Preferred)
• Financial planning and concepts: 1 year (Preferred)

Work Location: In person (Milwaukee, WI)